SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 442 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $375,760 | -12.0% | 22,000 | 0.0% | 0.17% | -8.5% |
| Q2 2023 | $426,800 | +13.6% | 22,000 | +15.1% | 0.19% | -7.4% |
| Q4 2022 | $375,762 | +8.3% | 19,113 | 0.0% | 0.20% | +21.4% |
| Q3 2022 | $347,000 | -59.9% | 19,113 | -50.4% | 0.17% | -16.0% |
| Q2 2022 | $866,000 | +77.8% | 38,524 | +100.0% | 0.20% | -2.9% |
| Q1 2022 | $487,000 | +7.3% | 19,262 | +103.6% | 0.21% | +7.9% |
| Q4 2021 | $454,000 | -6.0% | 9,463 | -6.5% | 0.19% | -22.0% |
| Q3 2021 | $483,000 | -2.2% | 10,117 | -6.2% | 0.24% | +3.8% |
| Q2 2021 | $494,000 | -70.6% | 10,786 | -73.6% | 0.24% | -72.2% |
| Q1 2021 | $1,681,000 | +56.5% | 40,912 | +44.7% | 0.85% | +34.7% |
| Q4 2020 | $1,074,000 | +11.9% | 28,282 | +4.2% | 0.63% | -3.5% |
| Q3 2020 | $960,000 | +65.8% | 27,151 | +65.3% | 0.65% | +50.7% |
| Q2 2020 | $579,000 | – | 16,429 | – | 0.43% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 471,405 | $14,260,000 | 4.34% |
| Whitnell & Co. | 250,711 | $7,584,000 | 3.48% |
| Vigilant Capital Management, LLC | 304,080 | $9,198,000 | 2.25% |
| Courage Miller Partners, LLC | 72,883 | $2,205,000 | 1.87% |
| Charles Schwab Investment Advisory, Inc. | 1,494,199 | $45,200,000 | 1.68% |
| Madden Advisory Services, Inc. | 51,672 | $1,563,000 | 1.17% |
| Bouchey Financial Group Ltd | 46,703 | $1,467,000 | 1.03% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 52,773 | $1,596,000 | 0.94% |
| Avior Wealth Management, LLC | 26,239 | $794,000 | 0.75% |
| Retirement Planning Group, LLC | 47,932 | $1,450,000 | 0.52% |